See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $59,734 |
ENTERPRISE BANK & TRUST3 years Service code 27 · EIN 43-1472619 | Advisory (Plan) | $46,170 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,310 | $62,624-34.0% | $177,989-76.8% | $77,643-46.8% |
| Participation rate | 77.5% | 66.8%+10.7pp | 77.1%+0.4pp | 70.6%+7.0pp |
| Annual return | 11.21% | 16.16%-4.9pp | 294.48%-283.3pp | 31.24%-20.0pp |
| Employer contribution / active EE | $974 | $1,909-49.0% | $3,949-75.3% | $2,726-64.3% |
| Participant deferral / active EE | $2,283 | $4,219-45.9% | $6,276-63.6% | $4,647-50.9% |
| Admin fee / account holder | $135 | $386-65.1% | $10,363-98.7% | $430-68.7% |